SHELBURNE FALLS TROLLEY MUSEUM INC (EIN 043133373) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

Robert Bartlett

Phone

4136259443

Tax Period

2023-01-01 to 2023-12-31

SHELBURNE FALLS TROLLEY MUSEUM INC, founded in 1991, is a small nonprofit in the Arts, Culture & Humanities sector that reported $108K in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $46K, a strong 42% operating margin.

Mission

To preserve railroad and trolley history and artifacts, especially of the Franklin County, Massachusetts area, and to educate the public about these artifacts and historical information through collection, restoration, display, demonstration and interpretation.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $81,860

Program Service Revenue $17,822

Investment Income $33

Other Revenue $8,278

TOTAL REVENUE $107,993

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $484

Program Expenses $53,893

Other Expenses $62,102

TOTAL EXPENSES $62,102

Year-over-Year Comparison

	2023	2022	Change
Revenue	$107,993	$83,262	+0.3%
Expenses	$62,102	$97,295	-0.4%
Net Income	$45,891	$-14,033	-4.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Robert G Bartlett	President	Officer Director	$0	$0	$0
Nash Bly	Vice President	Officer Director	$0	$0	$0
Betsy Wholey Osell	Treasurer	Officer Director	$0	$0	$0
Louis Musante	Clerk	Officer Director	$0	$0	$0
Jordan Helzer	Director	Director	$0	$0	$0
William Kaiser	Director	Director	$0	$0	$0
James Kessler	Director	Director	$0	$0	$0
Alden Dreyer	Director	Director	$0	$0	$0
Joshua Redenz	Director	Director	$0	$0	$0
Dominic Vellucci	Director	Director	$0	$0	$0
James Wholey	Director	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$107,993	$62,102	$696,894	$45,891
2022	$83,262	$97,295	$650,944	$-14,033
2021	$105,766	$31,338	$664,977	$74,428
2020	$28,208	$23,187	$590,549	$5,021
2019	$48,245	$41,105	$585,528	$7,140
2018	$54,380	$34,056	$578,388	$20,324

SHELBURNE FALLS TROLLEY MUSEUM INC